Annex Wealth Management continues to grab national attention, this time for being named to Financial Advisor’s 2018 RIA Ranking – only one of three Wisconsin firms in the annual ranking’s top 200 firms, based on assets under management.
Financial Advisor is a monthly publication that delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment.
A RIA is an investment advisor registered with a state or the United States Securities and Exchange Commission to conduct an advisory business. RIAs have a legal obligation to act as fiduciaries to their clients – in other words, they must consider what is in the client’s interest first and avoid conflicts of interest. It is the highest standard of care in the investment industry.
Annex’s Financial Advisor ranking comes on the heels of being named to the Financial Times 300, another prestigious honor.
The acclaim Annex Wealth Management often garners is the result of forward thinking and a dedication to their unique blend of team, tech and trust.
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